HNASX vs. FELG

In the year-to-date period, HNASX achieves a 1.73% return, which is significantly higher than FELG's -1.29% return.

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HNASX has a 0.84% expense ratio, which is higher than FELG's 0.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Homestead Growth Fund (HNASX) and Fidelity Enhanced Large Cap Growth ETF (FELG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current HNASX Sharpe Ratio is 0.70, which is comparable to the FELG Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of HNASX and FELG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HNASX's dividend yield for the trailing twelve months is around 6.18%, more than FELG's 0.49% yield.

The maximum HNASX drawdown since its inception was -53.78%, which is greater than FELG's maximum drawdown of -23.89%. Use the drawdown chart below to compare losses from any high point for HNASX and FELG.

Homestead Growth Fund (HNASX) and Fidelity Enhanced Large Cap Growth ETF (FELG) have volatilities of 5.57% and 5.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.